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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: marginmike who wrote (32317)6/14/1999 6:08:00 PM
From: Rick  Respond to of 152472
 
Qcom mentioned in CBS Marketwatch.

cbs.marketwatch.com

"Can you tell us briefly about the other two funds that you just mentioned?"
"Landis: Well, there's the Technology Leaders Fund and the Technology Innovators Fund, and those are both pure electronic tech, pure high tech, with just one manager, me. They invest in basically two different profiles of high tech companies and you can think of them as the two ends of the spectrum.
The Technology Leaders Fund (TLFQX) invests in companies that have established leadership or competitive dominance of a very promising market. So some of the companies on that list are fairly well known, and they kind of help by example to describe the profile. These are companies like Cisco (CSCO: news, msgs) and Lucent (LU: news, msgs), Intel, Microsoft (MSFT: news, msgs), Oracle (ORCL: news, msgs), Applied Materials (AMAT: news, msgs). Really big strong companies. But it's not their bigness that got them there, it's their dominance of a business that got us excited about the companies. There are some other companies in there that have that feel to me, and they meet that criteria, but they're not quite so famous. Companies like Qualcomm (QCOM: news, msgs) or companies like PMC Sierra that have that same basic profile but that aren't famous yet, but I think will be.
The other end of the spectrum is the Technology Innovators Fund (TIFQX). These are companies that while they may not look cheap on a P/E basis, if you compare their market cap to the opportunities in front of them, look like they've got a lot of leverage. So these are companies that have enabling technologies and are still relatively modest in terms of what it takes to buy the company. Sort of the seedlings or the highly promising growth companies."




To: marginmike who wrote (32317)6/14/1999 6:45:00 PM
From: Morgan Drake  Read Replies (3) | Respond to of 152472
 
Can anyone offer a plausible explanation of how this stock could be manipulated? Wouldn't it involve a conspiracy? I.e., MM and/or Shorts would have to short heavily, then pay MM's to drop in tandem their bids, and then allow shorts to recover at a low price. How likely is this? Any other ideas out there?



To: marginmike who wrote (32317)6/14/1999 6:50:00 PM
From: Jon Koplik  Respond to of 152472
 
3:00 P.M. (New York time) is when the Bond and Eurodollar futures stop trading.

I've often wondered if the same "geniuses" who have now equilibrated my Eurodollar futures contract (Sept. of 2000) to anticipating about 6 Fed Funds rate boosts turn their vast intellectual powers over (each day from 3:00 to 4:00) to trading individual stocks.

Jon.